This process allows users to create WMS picking slips for SYSPROView a Purchase Order in SYSPROSales Orders in Backorder or In Reserve status. This status will depend on what type of business process you've taken.

This screen expects a single order review at a time. This differs from the Sales Order Wave Release function, where many orders are reviewed at a timesimultaneously.

The screen validates the SYSPRO sales order number selected and loads the sales order header and detail data for the user to review. An option to select a route is also included if you are running the Load Planning module. All orders shown in the load planning module must be linked to a valid SYSPRO route code.&edsp;

The comment field allows an order releasing clerk to add a note to this order which can be printed on the Pick Slip or Pick Slip Label. A typical comment make be "Please have ready for collection at 12pm"

Detailed Lines Grid:
The detailed sales order lines can be reviewed in the grid on this screen.

Right click options allow the user to do the following:
Copy - Copy the data from the grid to another field or application
Query Available Stock - This opens a windows that shows available stock in the warehouse together total Stock on Hand and Inventory allocated to orders
Flag Replenishment as Urgent -&edsp;&edsp;This function will look at the replenishment table. If there is a replenishment already scheduled for this product the function will mark it as Urgent so that it is prioritized.&edsp;

There are two functions on the far right of the grid. These are:

Reserve Stock:
This function allows a user to review all Track ID's in the warehouse and to manually reserve stock for this order.This function is used if the "Auto Reserve" function is not in use or if a releasing clerk wants to specifically pick a selected batch of stock e.g. a specific Lot Number.

Replace
This function allows a user to substitute a product that is out of stock with a replacement stock code. Based on settings the user can replace any stock code with any new stock code or the software will only allow replacement to stock codes that are setup in the SYSPRO Stock Code Cross Reference table. This function automatically closes the current sales order line and adds a brand new line for the replacement stock code. The order can then be released.&edsp;

Auto Reserve

The Auto Reserve button is used to apply the selected reservation rule to automatically allocate and reserve stock to this order. There are a range of standard Auto Reservation rules in the software as well as an ability to select a custom rule that will apply a site specific developed stock reservation rule. Please see the section on Auto Reservation below for a description on each of the standard reservation rules.

Clear Reservations

Should the user not want to proceed with the reservation the Clear Reservations button can be used to delete all stock reservations against this order. It is possible to open an order and reserve lines without Confirming the order into a Pick Slip. If the user closes the window at this point the order lines will remain reserved and this stock will not be available to other orders.

Reservation Rules

• Type the Sales Order number in the Sales Order field or select the browse icon to search for the Sales Order

• The Sales Order header information will populate, and the data grid will load with the stock code information received from SYSPRO (Items highlighted in red are unreserved or not completely reserved)

• You will be able to see the stock available in any Pick face bin and bulk bin, refer to the Available Qty column, as well as any quantities that are reserved from either pick face or bulk bin, refer to the Reserved Qty Pickface and Reserved Qty Bulk columns

• You have two options to reserve the stock, either by selecting the Auto Reserve button or by Manually reserving the stock

• Auto Reserve

  • When selecting the Auto Reserve button in the top-right-hand corner, the system will do what it can with the available stock (Fully satisfied reserved stock will show green in the data grid while leaving the partially or totally unsatisfied lines in red). You can review what the software did by scrolling to the far right on the data grid and clicking on the Reserve link

  • Lines that are grey on the Reserve pop-up screen are stock that is unavailable for reservation as the TrackID is still in a Receiving Bin location in the warehouse and must first be put away

  • The auto-reserved TrackIDs will show as selected with tick boxes that are checked

  • You can edit the Reserved Qty column

  • You are also able to select and reserve from another TrackID, by checking the checkbox and updating the Reserved Qty column

  • Click on the Reserve button to save your changes

  • Ensure all stock has been reserved and is highlighted in green

• Select the Confirm button to print the pick slip

• The Printer pop-up will appear to select a printer

• A pick slip number will also appear on the screen

Reservation Rules

When using the Auto reservation function within the sales order releasing screens the software can be set to reference a predefined auto reservation rule or can be set to run a custom developed reservation. The custom rule allows a company to become very creative in what inventory should be reserved for an order and in what sequence. For instance a custom rule could validate the Sales Order Type field and based on this could run a completely different reservation process.

The following list describes all of the standard reservation rules and their logic:

• Rule 1 - Pack from Bulk then Pick face

• Rule 2 - Smallest Absolute Variance

• Rule 3 - Exact from Pick face

• Rule 4 - Pick face (if configured) then Bulk

• Rule 5 - Bulk/Pick face Optimized

• Rule 6 - Reserve from Pick face, if cannot, then reserve from bulk

• Rule 7 - Pan size reservation (used for WIP Jobs only)

• Rule 8 - Voice picking / Carton Cubing

• Rule 9 - MHE (Material Handling Equipment)

• Rule 10 - Not in Use

• Rule 11 - FIFO Lot / Expiry Date

• Rule 12 - Consolidated Sequencing

SPECIAL FEATURES

• The software can be set to release the printing slip/s without printing or release the picking slip/s with automated printing turned on. If the picking slip is not printed here it can be printed from the Load Planning module.

• All orders released are automatically linked to an MSN number (Master Shipment Number). Grouped orders going to the same customer and released in a batch from the Wave Release screen will have the same MSN. At checkout and dispatch these picking slips can be grouped together for shipment.

TECHNICALPlease refer to the Settings Help Menu for related settings that affect this module.

• Sales Orders can be locked to ensure other users don’t release a duplicate Pick Slip. To lock or unlock Sales Orders. Browse Settings / System Settings from the Ribbon Bar and locate the PICKING_SALES_ALLOCATION System Name. Update the ALLOW_DUPLICATE_ORDER_ENTRY SettingValue to Y(es) or N(o). If Y(es), the user will get a warning but can continue releasing a Pick slip. When N(o), a pop-up message will appear, asking the user to contact the System administrator.

• To release locked Sales Orders, refer to the Clear Reservation Lock screen

SYSPRO REQUIREMENTS & Business objects used

• N/a

• None

RELEASE NOTES

• Release notes 24.1 (Ticket #6586) - Two new columns have been added to the data grid:

  • StockUom

  • MOrderUom

• Release notes 24.2 (Ticket #6376) - The user will be unable to reserve expired stock from the TrackID Selection screen when doing a manual reserve. These TrackIDs will still be visible, but the line will be disabled and the user will not be able to select the stock to reserve it.

REFERENCE

PIK001